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I'd like to give my bookkeeper access to my online business checking and credit card account, can I set up a login just for her that only allows her to view the accounts not make payments?

Dimitri, Brooklyn
July 2, 2014 12:58:36 PM

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1 Response

In reply to Dimitri, Brooklyn

Thanks for reaching out to us on TD Helps, Dimitri.
Glad to hear you’re taking advantage of the services on BusinessDirect. TD Online Banking for business accounts allows you to set up sub-users to take on specific roles. So in your case, you can set up a sub-user to help with the bookkeeping for your business. Roles can be added, edited and deleted from the Manage Roles page in your Online Banking account for your business. To add a role, please complete the following:
1. Click on “Users”
2. Click on Manage Roles
3. Type in role name and role description
4. Choose account access for the role
5. Click on “save role”
On this page you will set-up the specific access and permissions to the BusinessDirect site. To give the ability to only view accounts, you would assign the account portfolio to Accounts access only. Note: Sub-users cannot be deleted; they can only be marked as disabled and would not be able to log in to the site. Sub-users have their own User ID, password, security questions and answers. When a sub-user signs on for the first time, he or she will have to go through the same process of changing the password, accepting the user agreement and setting up security questions.
If you are having trouble setting up a sub-user through TD Bank BusinessDirect, you’re always welcome to give us a call 24/7 at 800-493-7562 to speak with a Digital Specialist. A representative will be able to walk you through the process and answer any additional questions you may have.
Hope this helps! Hope you have a great day, Dimitri.

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